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Final Script For Self Closing

This document is a transcript of a phone call from a representative of Medi-health group contacting a Medicare recipient about new benefits available during open enrollment. The representative asks for permission to connect the recipient with a licensed agent to discuss $0 premium plans, lower copays, additional benefits, and all of the above. They request basic details for verification and state the call is being recorded for quality purposes before obtaining consent to transfer to an agent who will need the recipient's Medicare card to evaluate options.

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Sheikh Aamir
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2K views

Final Script For Self Closing

This document is a transcript of a phone call from a representative of Medi-health group contacting a Medicare recipient about new benefits available during open enrollment. The representative asks for permission to connect the recipient with a licensed agent to discuss $0 premium plans, lower copays, additional benefits, and all of the above. They request basic details for verification and state the call is being recorded for quality purposes before obtaining consent to transfer to an agent who will need the recipient's Medicare card to evaluate options.

Uploaded by

Sheikh Aamir
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Hello this is calling you from Medi-health group. How are you doing today?

The reason of this call is to inform you about new benefits of Medicare in this open enrollment
period to those who are registered with Medicare.

 So I believe you have Medicare Part A and Part B both right?

Ok Sir/Ma’am we can help you increase your additional benefits like dentals & dentures, hearing,
vision & eyeglasses, transportation and over the counter benefits. And also assist you to lower
down your cost on co-pays, co-insurances, deductibles and monthly premiums.

 So, do you have any second insurance to cover your benefits like Humana, Aetna, Well care,
United Health Care or anything like that? (If no; do you just have Medicare A & B or
Medicaid as well)
 So are you getting all the additional benefits like dental & dentures, vision & eye glasses,
hearing aid, transportation and over the counter benefits or is there anything missing?
 We can actually help you lower down your copays as low as $0. So, when you visit your
doctor or even your specialist do you pay co-pays out of your pocket?

Okay, we can provide you information about the new plans that have just been approved for next year,
2021, and for most of people these plans come with $0 monthly premiums and co-pays are as low as
$0 as well.

So, if I connect you with the licensed agent to give you an upgrade on your Medicare benefits what
would you like to discuss

 $0 monthly premium plans


 Lower co-pays
 Increasing your additional benefits
 Or all of the above

Okay then let me just quickly verify a few basic details and connect you with the licensed agent

 How old are you, what’s your age? (If more than 85: Do you make your own health care needs
and insurance decisions or someone else makes them for you?)
 And what’s your zip code?
 And how do you spell your last name?
 And what’s the first name?

Okay, to ensure quality this call is being recorded. You will be contacted by us or our partner
companies despite your number being on any do not call registry and your consent is not a
condition to purchase anything (that means there is no cost no obligation). Is that okay? [Clear
yes/okay is required; if CX says ahan/hmm or any ambiguous answer, then ask “is that a yes?”]

It will take me a few seconds to connect you with the licensed agent and agent will take 15 to
20 minutes to go over available options a, so, do I have your permission to connect you with the
licensed agent right now?

And do you have your red white and blue card handy? as agent is going to need it to evaluate
your options

Okay stay on the line and you will be connected right away. I appreciate your patience.

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